Portfolio Management

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We are a fee-only, independent fiduciary adviser.  We offer our clients a simple to understand and competitive tiered advisory fee schedule based on portfolio size. We have no affiliation with any broker-dealer and we DO NOT sell commissionable investment products or use off the shelf cookie-cutter portfolios.  

By removing potential conflicts-of-interest we can truly put our client's interest first.  With our fee structure we make more money only when our clients make more money, and we make less when our clients make less.

MMI Asset Management Services, LLC portfolio management services are provided through a third-party asset management firm with which the Adviser has a relationship.  This relationship helps provide transparency and liquidity above and beyond our fiduciary duties and instills trust in our asset management relationships.

As a fiduciary adviser our team creates and manages portfolios tailored to each client’s specific situation, liquidity needs, risk tolerance, time horizon, and investment goals.